

Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Divorce Finances
- Charitable Giving
- Entrepreneurs & Business Owners
Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Divorce Finances
- Charitable Giving
- Entrepreneurs & Business Owners
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Team Members
Lisa RussellSr. Branch Office Administrator
Send Me a Message
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Phone
(765) 868-7276Fax
(877) 832-5844Office Address
1622 E Hoffer StKokomo, IN 46902opens in a new window
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